Advisory Services Network’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Advisory Services Network’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-451	Closed	-$12K	–	2262
2021 Q2	$12K	Buy	+451	New	+$12.3K	﹤0.01%	2708
2021 Q1	–	Sell	-326	Closed	-$9K	–	2076
2020 Q4	$9K	Buy	+326	New	+$8.92K	﹤0.01%	2484

Other funds holding IBMQ

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Services Network's IBMQ Position: Q3 2021 in Review

Advisory Services Network sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2021, closing a stake of 451 shares — an estimated $12K sold.

Advisory Services Network first reported a position in IBMQ in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 34 funds tracked by Wall St. Rank hold IBMQ as of Q3 2021.

Advisory Services Network reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 451 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2021, an estimated $12K.
Advisory Services Network first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2020 and held it in 2 quarters.
Advisory Services Network's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $12K in Q2 2021.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.